There are five primary roles for Measurabl users: Portfolio Manager/Members, Subgroup Managers/Members, and Site Managers. This article describes each of these roles and what permissions they have in Measurabl.
To see how to invite a new user, see here.
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Portfolio Manager is reserved to only one user of a portfolio. This is typically the user in company that is using Measurabl the most.
- If your company is on the premium tier with Measurabl, this user will have access to:
- Crossview where they will be able to assess all of the subgroups/portfolios (that they are involved with) with a bird's eye view that helps to spot data collection & quality issues and to identify top/bottom performers.
- Cohort Insights
- Document Repository
- The Portfolio Manager will have visibility to every single Subgroup and Site that is created.
- Portfolio Managers will have access to the full suite features available at the portfolio level view, but only respective to their portfolio. This includes Portfolio Overview, Subgroup Trends, Reports, GRESB/CDP, and Utility Sync.
- The Portfolio Manager can add or remove users from the portfolio (except for the Portfolio Manager).
- The Portfolio Manager can reassign the Portfolio Manager role to another Portfolio Member.
- They are also the only ones who can delete the portfolio.
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Portfolio Members are the primary stakeholders and users of the Measurabl application. They have permissions for the following:
- A portfolio level view and the ability to edit data across the portfolio.
- Accessibility to select features that are not available to site managers, including the Portfolio Overview, Portfolio Trends, Subgroups, Reports, GRESB/CDP, and Utility Sync.
- The internal staff at your company, including global team members and real estate team members will be invited as Portfolio Members. This high-level team will be responsible for maintaining the portfolio, sites, and users.
- These users will have access to any GRESB/CDP reports at the portfolio level. To have access to GRESB/CDP reports at a subgroup/fund level, they will need to be added to the subgroup as a Subgroup Member.
- Portfolio members can create subgroups within the portfolio, but do not have access to all of the subgroups within the portfolio (if portfolio member #1 creates a subgroup, they will need to be add portfolio member #2 as a subgroup member for portfolio member #2 to have access).
- If your company is on the premium tier with Measurabl, these users will have access to:
- Crossview where they will be able to assess all of the subgroups/portfolios (that they are involved with) with a bird's eye view that helps to spot data collection & quality issues and to identify top/bottom performers.
- Cohort Insights
- Document Repository
- Portfolio Members can add or remove users from the portfolio (except for the Portfolio Manager).
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Subgroup Manager assignment is based on use case and organizational structure of your company. There is only 1 subgroup manager. Note that subgroups are generally defined by the organization's funds or business entities.
- If your company is on the premium tier with Measurabl, these users will have access to for the subgroup:
- Crossview where they will be able to assess all of the subgroups/portfolios (that they are involved with) with a bird's eye view that helps to spot data collection & quality issues and to identify top/bottom performers.
- Cohort Insights
- Document Repository
- Subgroup managers will have access to the full suite features available at the portfolio level view, but only respective to the sites within the subgroup. This includes Subgroup Overview, Subgroup Trends, and Reports, GRESB/CDP.
- They will also have the same capabilities as Site Managers for site-specific data entry/management. Note: Subgroup managers/members do not have access to Utility Sync within a subgroup.
- When a subgroup is initially created, the subgroup manager is automatically the Portfolio Manager. This can be changed by the Portfolio Manager.
- Subgroups are typically created for funds, regions, countries, property types, etc., so the professional title of a Subgroup Manager can vary (regional manager, fund manager, asset manager, etc.).
- A Subgroup Manager can add or remove subgroup members from the subgroup they manage.
- Subgroups are generally defined by the organization's funds or business entities.
- The Subgroup Manager can reassign the Subgroup Manager role to another Subgroup Member.
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Subgroup Members assignment is based on use case and organizational structure of your company. There can be multiple subgroup members. Note that subgroups are generally defined by the organization's funds or business entities.
- If your company is on the premium tier with Measurabl, these users will have access to for the subgroup:
- Crossview where they will be able to assess all of the subgroups/portfolios (that they are involved with) with a bird's eye view that helps to spot data collection & quality issues and to identify top/bottom performers.
- Cohort Insights
- Document Repository
- Subgroup members will have access to the full suite features available at the portfolio level view, but only respective to the sites within the subgroup. This includes Subgroup Overview, Subgroup Trends, and Reports, GRESB/CDP.
- They will also have the same capabilities as Site Managers for site-specific data entry/management. Note: Subgroup managers/members do not have access to Utility Sync within a subgroup.
- Subgroup members must be added by the Portfolio Manager OR the Subgroup Manager to have access to a subgroup
- Subgroups are typically created for funds, regions, countries, property types, etc., so the professional title of a Subgroup Member can vary (regional manager, fund manager, asset manager, assistant regional manager, etc.).
- A Subgroup Member can add or remove subgroup members from the subgroup they manage (except for the subgroup manager).
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Site Manager roles and responsibilities are defined as the company’s structural organization.
- They are typically invited to the application to assist with data collection and data quality efforts.
- Site Managers can be invited to one or more buildings in Measurabl and will only have editing capabilities for the properties they have been invited.
- In many cases, Site Managers are the stakeholders who hold the necessary ESG information required by Portfolio/Subgroup Managers for reporting. This includes utility data, projects/audits, certifications/ratings, bought/sold dates, etc.
- Site Managers have access to Utility Sync.
- Site Managers do not have access to view/add property cost values (appraisals, bought value...etc).